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Nuveen ESG Mid-Cap Value ETF

74 hedge funds and large institutions have $178M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

28% more funds holding

Funds holding: 5874 (+16)

15% more capital invested

Capital invested by funds: $154M → $178M (+$23.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.84% less ownership

Funds ownership: 77.09%72.24% (-4.8%)

Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$874K +$31.7K +873 +4%
APP
27
Avantax Planning Partners
Iowa
$867K +$23.1K +637 +3%
Goldman Sachs
28
Goldman Sachs
New York
$860K +$862K +23,728 New
RCS
29
Retirement Capital Strategies
California
$836K -$665K -18,305 -44%
HA
30
Harborview Advisors
Maine
$717K +$69K +1,901 +11%
CCM
31
Coldstream Capital Management
Washington
$680K +$681K +18,760 New
Osaic Holdings
32
Osaic Holdings
Arizona
$631K +$185K +5,095 +41%
Lido Advisors
33
Lido Advisors
California
$578K +$336K +9,248 +138%
CI
34
CX Institutional
Indiana
$553K +$3.02K +83 +0.5%
CB
35
Commerce Bank
Missouri
$540K +$289K +7,970 +115%
AIP
36
Ameritas Investment Partners
Nebraska
$531K +$2.54K +70 +0.5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$510K +$511K +14,064 New
KOC
38
Koss-Olinger Consulting
Florida
$463K +$26.4K +728 +6%
RJA
39
Raymond James & Associates
Florida
$451K +$61.9K +1,704 +16%
KeyBank National Association
40
KeyBank National Association
Ohio
$424K +$158K +4,343 +59%
SB
41
Simmons Bank
Arkansas
$424K +$425K +11,688 New
APA
42
American Portfolios Advisors
New York
$393K -$185K -5,084 -32%
BWM
43
BerganKDV Wealth Management
Minnesota
$356K +$49.5K +1,363 +16%
AA
44
Addison Advisors
Vermont
$298K +$299K +8,227 New
DAS
45
Dynamic Advisor Solutions
Arizona
$281K +$281K +7,737 New
UB
46
UMB Bank
Missouri
$266K +$17.3K +476 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$265K +$16.5K +455 +7%
SFO
48
Stokes Family Office
Louisiana
$260K
SAS
49
Sage Advisory Services
Texas
$260K +$260K +7,166 New
CWM
50
Chicago Wealth Management
Illinois
$258K +$16.6K +458 +7%